Wellington Management Group
TFC icon

Wellington Management Group’s Truist Financial TFC Stock Holding History

Wellington Management Group’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$489M Sell
10,627,732
-1,258,613
-11% -$62.2M 0.09% 209
2025
Q4 		$585M Buy
11,886,345
+1,499,514
+14% +$69.1M 0.1% 187
2025
Q3 		$475M Buy
10,386,831
+10,310,523
+13,512% +$465M 0.08% 213
2025
Q2 		$3.28M Buy
76,308
+27,353
+56% +$1.07M ﹤0.01% 1466
2025
Q1 		$2.01M Sell
48,955
-67,892
-58% -$3.02M ﹤0.01% 1557
2024
Q4 		$5.07M Sell
116,847
-150,616
-56% -$6.72M ﹤0.01% 1348
2024
Q3 		$11.4M Buy
267,463
+3,796
+1% +$160K ﹤0.01% 1134
2024
Q2 		$10.2M Buy
263,667
+56,812
+27% +$2.15M ﹤0.01% 1149
2024
Q1 		$8.06M Sell
206,855
-45,864
-18% -$1.68M ﹤0.01% 1200
2023
Q4 		$9.33M Buy
252,719
+208,772
+475% +$6.55M ﹤0.01% 1130
2023
Q3 		$1.26M Sell
43,947
-1,349
-3% -$41.5K ﹤0.01% 1569
2023
Q2 		$1.37M Sell
45,296
-12,415,021
-100% -$386M ﹤0.01% 1553
2023
Q1 		$425M Sell
12,460,317
-11,300,186
-48% -$493M 0.08% 230
2022
Q4 		$1.02B Buy
23,760,503
+4,494,036
+23% +$197M 0.21% 114
2022
Q3 		$839M Sell
19,266,467
-333,858
-2% -$16.1M 0.18% 127
2022
Q2 		$930M Sell
19,600,325
-1,755,783
-8% -$86.6M 0.19% 121
2022
Q1 		$1.21B Sell
21,356,108
-438,230
-2% -$27.1M 0.21% 112
2021
Q4 		$1.28B Sell
21,794,338
-158,822
-0.7% -$9.7M 0.2% 111
2021
Q3 		$1.29B Buy
21,953,160
+61,881
+0.3% +$3.46M 0.22% 103
2021
Q2 		$1.21B Sell
21,891,279
-1,087,751
-5% -$63.9M 0.2% 111
2021
Q1 		$1.34B Buy
22,979,030
+2,115,014
+10% +$116M 0.24% 102
2020
Q4 		$1B Buy
20,864,016
+2,464,459
+13% +$112M 0.18% 121
2020
Q3 		$700M Sell
18,399,557
-177,960
-1% -$6.7M 0.14% 143
2020
Q2 		$698M Sell
18,577,517
-1,345,790
-7% -$48.5M 0.16% 134
2020
Q1 		$614M Buy
19,923,307
+4,828,457
+32% +$228M 0.16% 137
2019
Q4 		$850M Buy
15,094,850
+5,804,341
+62% +$314M 0.18% 131
2019
Q3 		$496M Buy
9,290,509
+3,455,461
+59% +$171M 0.11% 193
2019
Q2 		$287M Buy
5,835,048
+108,420
+2% +$5.31M 0.06% 284
2019
Q1 		$266M Sell
5,726,628
-48,809
-0.8% -$2.38M 0.06% 299
2018
Q4 		$250M Sell
5,775,437
-357,008
-6% -$17.1M 0.06% 288
2018
Q3 		$298M Sell
6,132,445
-688,240
-10% -$35.3M 0.06% 301
2018
Q2 		$344M Sell
6,820,685
-46,903
-0.7% -$2.49M 0.08% 264
2018
Q1 		$357M Sell
6,867,588
-590,195
-8% -$31.8M 0.08% 256
2017
Q4 		$371M Sell
7,457,783
-203,910
-3% -$9.84M 0.08% 246
2017
Q3 		$360M Sell
7,661,693
-1,027
-0% -$47.2K 0.08% 245
2017
Q2 		$348M Buy
7,662,720
+33,844
+0.4% +$1.47M 0.08% 242
2017
Q1 		$341M Buy
7,628,876
+6,822
+0.1% +$319K 0.08% 235
2016
Q4 		$358M Buy
7,622,054
+5,189,360
+213% +$221M 0.09% 217
2016
Q3 		$91.8M Buy
2,432,694
+83,922
+4% +$3.13M 0.02% 522
2016
Q2 		$83.6M Buy
2,348,772
+20,785
+0.9% +$726K 0.02% 521
2016
Q1 		$77.5M Buy
2,327,987
+81,250
+4% +$2.7M 0.02% 543
2015
Q4 		$84.9M Buy
2,246,737
+8,635
+0.4% +$325K 0.02% 515
2015
Q3 		$79.7M Sell
2,238,102
-10,090
-0.4% -$389K 0.02% 516
2015
Q2 		$90.6M Sell
2,248,192
-348,560
-13% -$13.8M 0.02% 517
2015
Q1 		$101M Sell
2,596,752
-2,130,664
-45% -$80.3M 0.03% 504
2014
Q4 		$184M Sell
4,727,416
-49,960
-1% -$1.88M 0.05% 358
2014
Q3 		$178M Buy
4,777,376
+17,600
+0.4% +$665K 0.05% 363
2014
Q2 		$188M Sell
4,759,776
-1,390,255
-23% -$53.3M 0.05% 372
2014
Q1 		$247M Buy
6,150,031
+237,833
+4% +$9.1M 0.07% 309
2013
Q4 		$221M Sell
5,912,198
-2,080,850
-26% -$71.9M 0.06% 319
2013
Q3 		$270M Buy
7,993,048
+191,655
+2% +$6.69M 0.08% 260
2013
Q2 		$264M Buy
+7,801,393
New +$249M 0.09% 254

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group's TFC Position: Q1 2026 in Review

Wellington Management Group reduced its Truist Financial (TFC) stake by 11% in Q1 2026, selling an estimated $62.2M and leaving 10,627,732 shares worth $489M. The position accounts for 0.09% of the portfolio, ranked #209.

Wellington Management Group first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.34B in Q1 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Wellington Management Group held 10,627,732 shares of Truist Financial worth $489M as of Q1 2026.
  • Wellington Management Group sold 1,258,613 Truist Financial shares in Q1 2026, an estimated $62.2M.
  • Truist Financial made up 0.09% of Wellington Management Group's portfolio in Q1 2026, its #209 holding.
  • Wellington Management Group first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Truist Financial position peaked at $1.34B in Q1 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.